Brokerage Specialist

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Brokerage Specialist

Job Title

Brokerage Specialist

Job Description Summary

The Broker Specialist will report to the Director of Operations or Office Manager and will serve as dedicated broker support to a single team. The position is responsible for support and management of client service activities, with a focus on providing superior design and marketing expertise. In addition, research and administrative support will be critical to the overall success of the brokerage team. The Broker Specialist will interact with various departments within the organization on behalf of the fee-earners to ensure they are able to meet the needs of their clients. In this capacity, the Brokerage Specialist will be viewed as a direct line of communications to the fee-earner themselves.

Job Description

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Manage content creation process with regards to timeline and production cycle
  • Provide business development and targeted marketing support
  • Manage client database and deal pipeline
  • Coordinate with other departments based on the needs of the team

KEY RESPONSIBILITIES

Pitch and Proposal Coordination

  • Manage coordination with Marketing, Research, and Financial Analyst on behalf of fee-earner for the creation of pitch/proposal and deliver content as necessary
  • Attend strategy session and review meetings with fee-earner and other departments as needed
  • Schedule meetings with prospect and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
  • Coordinate with Marketing on the production of pitch/proposal when outside vendor is required for printing
  • Perform basic data gathering, such as property searches and site selections, on behalf of fee-earner as appropriate and populate template market documents such as tour books, property flyers, and brochures

Other Service Delivery

  • Organize transaction documents, including confidentiality agreements, leases, contracts, listings, closing documents, etc.
  • Handle client contact lists, including database management
  • Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meeting with prospect, and arranging any other accommodations that may be required
  • Compile database information to be used with client updates and reporting

Maintain CRM

  • Update CRM system on behalf of fee-earner
  • Research potential conflict of new pursuits
  • Enter new leads and opportunities into the CRM system and update accordingly
  • Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses and review CRM with fee-earner to ensure accuracy
  • Communicate current CRM pipeline with Director of Operations and Managing Principal and assist in scheduling of meeting with fee-earner when necessary

Client Interaction

  • Schedule meetings with Client on behalf of fee-earner and coordinate any other arrangements as needed
  • Attend client meetings (in-person and virtual) and produce meeting minutes as requested

Deal Documentation and Revenue Accounting

  • Follow up with all parties on the execution of deal related documents as required
  • Prepare deal related documents and provide to fee-earner for review, approval, and delivery
  • Create deal sheet and provide to fee-earner and Director of Operations for review and approval
  • Package deal sheet with deal documentation and submit to Revenue Accounting for processing

Maintain Databases

  • Manage fee-earner Internal Listing Database on behalf of fee-earner
    • Inputting new listings into database and uploading all required information to include but not limited to property, availability, and rental rate information
    • Updating existing and removing inactive listings in database
    • Communicating all additions, deletions, and updates to Research
  • Work with Research team to manage third party databases on behalf of fee-earner
    • Updating CoStar, LoopNet, EDC, and other related listing sites with current availability information
  • Coordinate with fee-earner for the timely collection of necessary information to maintain third party sites

Conduct Other Administrative Duties as necessary

REPORTING RELATIONSHIP

Role will report to the following:

  • Market Director of Operations or Office Manager (in rare cases, fee-earner directly)

Qualifications

  • Excellent verbal and written communication skills
  • Strong organizational skills and attention to detail
  • Ability to work well both independently and in a team-oriented environment
  • Experience with Microsoft Office Suite (Outlook, Word, Excel and PowerPoint) and SharePoint
  • Working knowledge of Adobe Creative Suite (Illustrator, InDesign, etc.)
  • Undergraduate degree preferred

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative⋠Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative⋠Action employer. All qualified applicants will receive consideration for employment without  regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email. Please refer to the job title and job location when you contact us.

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